Aggressive = Equity Funds 70% | Balanced Fund 30%

CategoryEquity: Large and Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 31.02 130,465
3 Year Return 13.95 145,678
5 Year Return 15.71 208,198
10 Year Return 14.65 395,048
CategoryEquity: Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 52.49 151,666
3 Year Return 28.96 209,508
5 Year Return 25.38 312,203
10 Year Return 20.74 662,858
CategoryEquity: Small Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 54.04 153,390
3 Year Return 33.78 235,657
5 Year Return 31.77 398,071
10 Year Return 26.31 1,032,026
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 37.35 136,752
3 Year Return 24.15 189,240
5 Year Return 21.12 262,163
10 Year Return 17.2 489,935

Moderately Aggressive = Equity Funds 60% | Balanced Fund 40%

CategoryEquity: Large and Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 31.02 130,465
3 Year Return 13.95 145,678
5 Year Return 15.71 208,198
10 Year Return 14.65 395,048
CategoryEquity: Large and Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 42.43 141,553
3 Year Return 20.11 170,208
5 Year Return 20.31 253,586
10 Year Return 17.24 492,977
CategoryEquity: Large Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 37.3 136,502
3 Year Return 24.7 190,836
5 Year Return 18.58 236,337
10 Year Return 16.5 462,980
CategoryEquity: Large Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 22.57 121,918
3 Year Return 16.4 155,182
5 Year Return 16.43 214,057
10 Year Return 14.88 402,944
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 22.87 122,709
3 Year Return 13.63 145,253
5 Year Return 14.26 194,425
10 Year Return 13.95 370,533

Moderate = Equity Funds 40% | Balanced Funds 50% | Equity Savings Fund 10%

CategoryEquity: Large Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 28.33 127,490
3 Year Return 17.28 159,000
5 Year Return 16.13 212,519
10 Year Return 13.88 368,409
CategoryEquity: Large Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 22.57 121,918
3 Year Return 16.4 155,182
5 Year Return 16.43 214,057
10 Year Return 14.88 402,944
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 37.35 136,752
3 Year Return 24.15 189,240
5 Year Return 21.12 262,163
10 Year Return 17.2 489,935

Moderately Conservative = Balanced Funds 70% | Equity Savings Fund 30%

CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 37.35 136,752
3 Year Return 24.15 189,240
5 Year Return 21.12 262,163
10 Year Return 17.2 489,935
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 22.87 122,709
3 Year Return 13.63 145,253
5 Year Return 14.26 194,425
10 Year Return 13.95 370,533
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 21.75 121,222
3 Year Return 15.53 152,337
5 Year Return 14.0 192,720
10 Year Return 12.95 338,987
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 16.75 116,473
3 Year Return 11.53 137,738
5 Year Return 10.7 166,707
10 Year Return 9.74 252,065

Conservative = Income Funds 50% | Hybrid Debt Funds (MIP) 30% | Equity Savings Fund 20%

CategoryDebt: Dynamic Bond
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 7.01 106,972
3 Year Return 5.84 118,388
5 Year Return 7.62 144,313
10 Year Return 8.79 231,978
CategoryDebt: Dynamic Bond
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 6.5 106,393
3 Year Return 10.1 133,420
5 Year Return 7.08 140,884
10 Year Return 7.23 200,896
CategoryDebt: Medium Duration
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 6.94 106,887
3 Year Return 5.87 118,532
5 Year Return 6.76 138,722
10 Year Return 7.97 215,256
CategoryHybrid: Conservative
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 10.3 110,059
3 Year Return 8.67 127,889
5 Year Return 9.04 154,190
10 Year Return 9.62 250,931
CategoryHybrid: Conservative
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 13.71 113,560
3 Year Return 9.46 130,649
5 Year Return 9.72 159,082
10 Year Return 10.25 265,330